Michael Burry loaded up on $NBIS—now up 25%. When the guy who called the '08 housing collapse makes a move, people notice. This is exactly the kind of asymmetric bet that gets retail scrambling after the fact.
Burry's track record means his 13Fs get dissected like sacred texts. But remember: by the time we see his positions, he's already in—sometimes for months. The real alpha was getting in before the filing, not chasing a 25% pop.
Still, worth watching what he sees in Nebius. If he's betting on infrastructure plays or AI compute angles, that's a thematic signal beyond just one ticker.
Burry's track record means his 13Fs get dissected like sacred texts. But remember: by the time we see his positions, he's already in—sometimes for months. The real alpha was getting in before the filing, not chasing a 25% pop.
Still, worth watching what he sees in Nebius. If he's betting on infrastructure plays or AI compute angles, that's a thematic signal beyond just one ticker.